Chit Chat Stocks (Chit Chat Stocks)
Explorez tous les épisodes de Chit Chat Stocks
| Date | Titre | Durée | |
|---|---|---|---|
| 08 May 2024 | Stanley Druckenmiller: The Investor That Beat Warren Buffett | 01:11:33 | |
On this episode of Chit Chat Stocks, we discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever? We discuss: (03:39) Early Life and Career of Stan Druckenmiller (08:03) Lessons from George Soros: Mentorship and Position Sizing (35:28) Summary of Druckenmiller's Investment Philosophy (36:59) Being Asset Agnostic: Learning About Different Asset Classes (40:19) Thinking in Probabilistic Scenarios and Waiting for a 'Fat Pitch' (45:20) Considering Future Potential and Not Just Current Earnings (48:05) Paying Attention to Geopolitical Events and Other Factors (53:51) Comparing Druckenmiller's Philosophy to Buffett's (01:02:41) Finding Your Own Investment Approach
***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ********************************************************************* Check out https://www.firmreturns.com/ for value-focused equity research Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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| 04 Apr 2021 | Danaher (DHR) | Deep Dive | 00:34:54 | |
Danaher is a large American-based conglomerate. The company designs, manufactures, and markets professional, medical, industrial, and commercial products and services. Brad, Brett, and Ryan dive into the company and explain why Danaher has done so well over the years. As always enjoy the show!
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Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:25)
Industry | (5:29)
Management & Ownership | (7:11)
Valuation | (10:12)
Earnings | (11:28)
Balance Sheet | (13:17)
Our Analysis | (15:17)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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| |||
| 09 Jun 2022 | Cloudflare Part 2 (NET) with Joe Furmanski | 01:00:45 | |
Cloudflare offers an integrated cloud-based security solution. The company aims to make the internet safer and better for the world. Listen as Brett and Ryan ask Joe questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Joe's work? Find him on Twitter here: https://twitter.com/joe_furmanski?s=20&t=lHPEZ0clbuIsP3eVZwDmtA
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Cloudflare | (3:35)
What is DDoS? | (13:06)
Competition | (23:53)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 12 May 2022 | Cloudflare (NET) with Joe Furmanski | 00:36:15 | |
Cloudflare offers an integrated cloud-based security solution. The company aims to make the internet safer and better for the world. Listen as Brett and Ryan ask Joe questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Joe's work? Find him on Twitter here: https://twitter.com/joe_furmanski?s=20&t=lHPEZ0clbuIsP3eVZwDmtA
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Cloudflare | (6:58)
Cloud Providers | (13:02)
Financials | (20:47)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 30 Jun 2024 | Rivian Stock Gets a Lifeline; Dividends vs. Buybacks; Is Celsius Stock a Buy Today? (CELH, RIVN) | 01:06:08 | |
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:35) Volkswagen's Investment in Rivian (09:08) The Importance of Customer Support (16:57) Ferrari's Subscription Service (30:09) Considerations for Investing in Dynamic Markets (36:27) Introduction to Hammond Manufacturing Company Limited (41:28) Exploring Hammond's Financial Growth and Valuation (47:19) Discussion on Insider Trading and Frustrating Management Teams (55:16) The Effectiveness of Dividend and Share Repurchase Strategies ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 04 Sep 2022 | Investing Power Hour #22: Bear Market Is Back, Top 3 Companies to Buy and Hold For 75 Years | 01:03:02 | |
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney ***************************** This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get access to powerful data visualizations, specific company KPIs, and much more. ****************************** Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: Here ****************************** | |||
| 24 May 2020 | Fundamental Analysis: Spotify (SPOT) | 00:23:18 | |
On this show we discuss Spotify. Brett gave them a rating of 8.6 and Ryan 8.5.
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| 31 Jul 2022 | Investing Power Hour #17: Q2 Earnings Season, Shorting Crypto, Chipotle Earnings | 01:02:45 | |
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney ***************************** This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: https://streamrg.co/CCM ****************************** Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: Here ****************************** | |||
| 07 Sep 2021 | GrowGeneration (GRWG) | Not So Deep Dive | 00:44:15 | |
GrowGeneration operates retail hydroponic and organic gardening stores. This includes many different products from lighting to hydroponics products. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of GrowGeneration. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:14)
Industry | (7:53)
Management & Ownership | (9:49)
Valuation | (12:17)
Earnings | (13:22)
Balance Sheet | (15:12)
Our Analysis | (17:25)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 07 Jan 2021 | American Eagle (AEO) | Deep Dive | 00:37:09 | |
American Eagle Outfitters is an American lifestyle and clothing brand. A recommendation from a listener put American Eagle onto Chit Chat Money. This week we are joined by Ian Gray as the team dives into what the future of American Eagle Outfitters may look like. As always enjoy the episode!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 28 Jun 2022 | Charter Communications (CHTR) | Not So Deep Dive | 00:49:35 | |
Charter Communications is a broadband connectivity and cable operator. The company is the second-largest cable operator in the United States. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Lululemon. Enjoy the show! This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:17) Industry | (13:05) Management & Ownership | (18:15) Valuation | (22:14) Earnings | (24:32) Balance Sheet | (26:22) Our Analysis | (29:25) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. | |||
| 10 Jul 2024 | Why I Own This Boring 100 Bagger Stock (Ticker: ORLY) | 00:55:43 | |
On this episode of Chit Chat Stocks, Ryan gives a research report on O'Reilly Automotive (ticker: ORLY), explaining why it is in his portfolio. We discuss: (00:00) Introduction (02:21) O'Reilly Automotive: A Specialty Retailer (04:40) Customer Segments: DIY and Pros (07:56) The Power of O'Reilly's Supply Chain Advantage (11:08) Unit Economics and Sales Performance (22:03) Industry Trends: More Cars, Older Vehicles (25:58) The Risk of Electric Vehicles to O'Reilly (27:19) The Long-Term Threat of Electric Vehicles (27:48) A Consistent Capital Allocation Strategy (29:18) Acquisitions: Adding Locations and Increasing Sales (30:16) The Buyback Program: Driving Earnings Per Share Growth (37:57) A Strong Corporate History and Culture (46:13) Competitive Advantages: A Robust Digital Catalog and More (48:59) Valuation: Reasonable and Predictable (52:10) The Risk of Electric Vehicles and O'Reilly's Adaptability ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: Finchat.io/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 13 Nov 2022 | Investing Power Hour #32: FTX Collapse, $ADYEN CEO Letter, Graham & Dodd Annual Breakfast | 01:01:26 | |
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ****************************** | |||
| 25 Dec 2022 | Investing Power Hour #38: FTX Employees Flip on SBF; YouTube gets NFL Sunday Ticket; Is Tesla Toast? | 01:01:28 | |
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ****************************** | |||
| 22 Jun 2021 | Spotify & The Audio Opportunity - Sleepwell Capital | 01:37:58 | |
We are joined this week by Sleepwell Capital. We discuss Uhaul, Spotify, and the audio market as a whole. Listen in after the interview to hear about crypto, a new eye-catching direct listing, and Lordstown Motors. Let's go!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
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Discover Sleepwell Capital's substack: https://sleepwell.substack.com/
Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney
Follow us on Twitter: https://twitter.com/chitchatmoney
Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Interview | (3:14)
Interview Continued | (47:53)
Show Notes | (1:06:01)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 02 Feb 2025 | Q4 Earnings Talk (ASML, AXP, LVMH); Bonds Are Cheaper Than Stocks; Learning From Our Best and Worst Investments | 01:06:19 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:26) DeepSeek and Its Implications (16:28) Earnings Season Insights (30:16) Market Predictions and Future Outlook (33:14) Bubble Watch: Market Trends and Anecdotes (38:56) Small Cap of the Week: Cakebox's Growth Potential (44:34) Stock Performance Insights: Ups and Downs (52:11) American Express Earnings and Economic Indicators (57:35) Celsius and Competitive Positioning in Energy Drinks (01:01:34) Equity Risk Premium: Caution in Current Markets ***************************************************** JOIN OUR CHAT COMMUNITY:https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account atPublic.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/ ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 21 Apr 2024 | Will Starlink Crush the Competition? Plus, More Management Malfeasance | 01:09:00 | |
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: Chapters (11:53) The challenges of scaling Starlink's satellite internet service (38:01) Discrepancies between operating margin and free cash flow (46:43) Ally Financial's earnings (58:44) Netflix's Earnings Report as a good omen for other stocks (01:05:14) The growth potential of the cloud computing industry ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ********************************************************************* Check out https://www.firmreturns.com/ for value-focused equity research Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 27 May 2021 | CarParts.com (PRTS) | Deep Dive | 00:40:45 | |
CarParts.com is an online provider of auto parts and car accessories. The company offers replacement parts, mechanical parts, and even performance parts to its customers. Started in 1995, CarParts.com is headquartered in Torrance, California. Listen in as Ian, Brett, and Ryan dive into what the company does and how the company can grow from here. Enjoy the show!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:31)
Industry | (5:37)
Management & Ownership | (7:13)
Valuation | (10:20)
Earnings | (11:55)
Balance Sheet | (12:55)
Our Analysis | (15:04)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 27 Jun 2021 | Evolus (EOLS) | Deep Dive | 00:38:10 | |
Evolus is a performance beauty company. Evolus provides medical aesthetic products for physicians and patients across the United States. The company's sole product, Jeuveau, provides temporary improvement to aging marks. Listen closely as Brad, Brett, and Ryan dive into what the company does and where they could grow from here. As always enjoy the show!
Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308
Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20
Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:54)
Industry | (8:54)
Management & Ownership | (9:56)
Valuation | (12:13)
Earnings | (13:21)
Balance Sheet | (15:04)
Our Analysis | (17:05)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 24 May 2022 | Sprout Social (SPT) | Not So Deep Dive | 00:46:35 | |
Sprout Social operates a web-based social media management platform. The company offers a cloud software that brings together social messaging, data, and workflows. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Sprout Social. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
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Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:25)
Industry | (6:51)
Management & Ownership | (10:13)
Valuation | (13:23)
Earnings | (15:04)
Balance Sheet | (16:22)
Our Analysis | (17:20)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 12 Jan 2023 | Can Interactive Brokers Thrive With High Interest Rates? A Deep Dive with Luis V. Sanchez (Ticker: IBKR) | 01:18:01 | |
Interactive Brokers operates as an automated electronic broker worldwide. The company serves institutional and individual customers through approximately 150 electronic exchanges. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of Luis's work? Check out their Twitter here: https://twitter.com/LuisVSanchez777?s=20&t=zeqXC9VqTUE5El6YtUUE9g Contact us: chitchatmoneypodcast@gmail.com Timestamps Interactive Brokers | (2:28) What is "Net Interest Margin"? | (25:03) 0% Interest Rates are Done | (46:54) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 07 Nov 2023 | British American Tobacco (Ticker: BTI) Not So Deep Dive | 01:07:10 | |
British American Tobacco plc (BTI) is a global tobacco and nicotine products company, operating in various markets, although it faces challenges related to declining smoking rates and regulatory pressures in the tobacco industry. Listen closely as Brett and Ryan go through the history, financials, and future prospects of the company. Enjoy the show! ****************************** Chit Chat Money is presented by Interactive Brokers. Switch to the best brokerage in investing today: ibkr.com/info ***************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:15) Industry | (21:35) Management & Ownership | (27:17) Earnings | (33:40) Balance Sheet | (36:25) Valuation | (38:54) Our Analysis | (41:49) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 15 Sep 2024 | Are We Buying Alphabet Stock On The Dip? (AAPL, GOOG, GOOGL, UBER, DG) | 01:04:53 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:25) Recession Fears in the Banking Sector (04:32) Weak Numbers in the Retail Industry (06:38) The Potential Impact of Waymo on Uber and Lyft (13:51) The Bear Case for Google (26:30) The Upcoming iPhone Event and AI Technology (36:11) The AI iPhone: A Game-Changer (36:54) The Declining Upgrade Rate for iPhones (38:01) Seven Industry Leaders at New 52-Week Lows (39:43) Grocery Outlet Bargain Market: Low Prices and Expansion Potential (52:37) Upcoming Episodes: Celsius, EV Stocks, and Rocket Lab ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 09 Mar 2021 | Francisco Olivera & TSOH | Spotify | 02:07:12 | |
This week on Chit Chat Money we bring on The Science of Hitting and Francisco Olivera to discuss Spotify. As many of you may know, Spotify is an audio streaming platform. Before the discussion, Brett and Ryan share their favorite stories from the week. Stay tuned after the discussion to hear this week's hot water, buy-sell-hold, and anecdotal evidence. Let's go!
Follow Francisco Olivera on Twitter: https://twitter.com/FrancoOlivera?s=20
Follow The Science of Hitting on Twitter: https://twitter.com/TSOH_Investing?s=20
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney
Follow us on Twitter: https://twitter.com/chitchatmoney
Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Stories | (2:50)
Fintwit | (22:33)
Interview | (29:36)
Hot Water | (1:50:04)
Buy-Sell-Hold | (2:00:01)
Anecdotal Evidence | (2:01:38)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 10 Mar 2024 | Why Is Apple Stock Falling? (AAPL) | 01:05:26 | |
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Ray Dalio Tweet (02:48) Discussion on Costco (06:01) Earnings, Tweets, and IAC0 (8:52) Tech Sector Revenue Growth and NASDAQ 100 Total Return (12:52) Apple's Decline and Alphabet's Potential (39:14) Frustration with Google's conference calls (40:16) Question from the chat: If you could buy only one company to hold forever, what would it be? (40:47) The importance of price in long-term investing (41:26) Discussion on potential long-term investments (44:12) Concerns about investing in online gambling companies ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Public.com just launched options trading, and they’re doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade. -Earn $0.18 rebate per contract traded -No commission fees -No per-contract fees By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You’ll know exactly how much they make from each trade because they literally give you half of it. Activate options trading at Public.com/chitchatstocks by March 31 to lock in your lifetime rebate. Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 18 Sep 2022 | Investing Power Hour #24: $ADBE Acquires Figma, Twilions get laid off, Coinbase Manipulates Users | 01:04:13 | |
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney ***************************** This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device. Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128 Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android ***************************** This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: https://streamrg.co/CCM ****************************** Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: Here ****************************** | |||
| 07 Oct 2021 | Q3 Roundtable with Ian and Brad | 00:59:49 | |
This week Ian and Brad join us for the Q3 Roundtable. About once a quarter we want to share some of our biggest stories and opinions from the financial markets. Brett, Brad, Ryan, and Ian discuss topics such as fraud, Apple's legal issues, Twitter, and even a little bit of China. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "CCM": https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Brett's Story | (2:08)
Ian's Story | (17:13)
Brad's Story | (31:08)
Ryan's Story | (44:00)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 08 Jun 2021 | How We Value a Business | 00:52:00 | |
Brett and Ryan take turns walking you through their valuation processes. Listen closely to find out what margins or metrics your hosts pay close attention to. After the break, Brett and Ryan discuss the top stories from the week, including AMC, Bezos, and bitcoin. Let's go!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney
Follow us on Twitter: https://twitter.com/chitchatmoney
Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Valuation Process | (1:38)
AMC | (27:47)
Pershing Square | (32:30)
Bezos to Space | (36:24)
Cable Cowboy | (40:53)
Cure for Alzheimer's | (45:13)
Bitcoin Conference | (46:53)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 11 Feb 2021 | Mohawk Group (MWK) | Deep Dive | 00:40:29 | |
Mohawk Group is a tech-enabled consumer product company. Although this may sound complicated, Mohawk Group effectively owns and operates many different brands and products that they sell online. Their main focus is selling through Amazon, but they do sell some of their more popular brands on their own websites. Enjoy the show!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Timestamps
Company Background | (2:20)
Industry | (6:23)
Management & Ownership | (8:35)
Valuation | (11:08)
Earnings | (13:00)
Balance Sheet | (15:28)
Our Analysis | (19:17)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 10 Aug 2022 | Why We Own Spotify (Ticker: SPOT) | 01:15:03 | |
This is our inaugural Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership. Spotify provides audio streaming services worldwide. The company operates through two segments: ad-supported and premium. Brett and Ryan dive through Spotify and outline the investment thesis for why we own the company in our Arch Capital limited partnership. ------------------------------------------------------------------------------------------------------------------------------------ What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/ ------------------------------------------------------------------------------------------------------------------------------------ If you can't access this episode, you may want to subscribe to CCM+. Sign-up directly through Spotify or Apple Podcasts for $5 a month. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check out our launch newsletter: Here ------------------------------------------------------------------------------------------------------------------------------------ Timestamps Why we own Spotify (2:20) Spotify's Moat (39:12) | |||
| 01 Mar 2022 | Green Thumb Industries (GTBIF) | Not So Deep Dive | 00:55:41 | |
Green Thumb Industries manufactures and distributes various cannabis products across the United States. The company focuses on medical and adult-use products. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Green Thumb Industries. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:50)
Industry | (8:17)
Management & Ownership | (10:31)
Valuation | (15:04)
Earnings | (17:15)
Balance Sheet | (21:23)
Our Analysis | (25:27)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 18 Mar 2021 | Redfin (RDFN) | Deep Dive | 00:49:13 | |
Redfin is a technology-powered real estate brokerage. Redfin was started as the first map-based search. Redfin wants to bring as much value to the home buying or selling process that it can. Brett, Ryan, and Ian dive into the business fundamentals as well as discuss their thoughts on the business. As always, enjoy the show!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:17) 1:40
Industry | (9:33) 8:56
Management & Ownership | (12:35) 11:58
Valuation | (17:31) 16:54
Earnings | (20:11) 19:34
Balance Sheet | (22:03) 21:26
Our Analysis | (25:07) 24:30
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 14 Oct 2021 | Swedish Match (SWMA) with Phillip Martinelli | 00:48:39 | |
Swedish Match is a Swedish company that produces ZYN, snus, moist snuff, and chewing tobacco. The company focuses on smokeless tobacco, however, Swedish Match is much more interesting than just cigarettes. Phillip brings his expert knowledge of Swedish Match for a great discussion regarding the history and future of the company. Enjoy the show!
Our Thursday Deep Dives are sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
Subscribe to 7investing with the code "CCM": https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Phillip's work? Follow him on Twitter: https://twitter.com/WealthOrDie?s=20
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Swedish Match | (4:32)
International Expansion & more | (28:52)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 21 Mar 2021 | Callaway (ELY) | Deep Dive | 00:47:28 | |
Callaway Golf Company designs, manufactures, and sells almost all things golf. From golf balls to clubs, driving ranges, Callaway does it all. Golf equipment makes up 62% of the companies operations and the rest is made up of Callaway apparel and Topgolf. Listen in as Brett, Ryan, and Brad analyze the company and where it may go from here. Enjoy the show!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20
Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:12)
Industry | (7:43)
Management & Ownership | (10:26)
Valuation | (12:41)
Earnings | (14:32)
Balance Sheet | (18:56)
Our Analysis | (22:33)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 20 Nov 2024 | A Secret Housing Stock: 20% Earnings Growth, P/E of 8 With Capital Mindset (Ticker: NMIH) | 00:54:55 | |
On this episode of Chit Chat Stocks, Ryan and Brett talk to Fabio from Capital Mindset about NMI Holdings (ticker: NMIH). Find out why this stock has grown earnings at 20% per year but only trades at 8x earnings. They discuss: (00:00) Introduction to NMI Holdings and PMI Insurance (06:29) The Evolution of Mortgage Insurance Post-2008 (11:22) NMI Holdings: A New Player in the Market (16:11) Market Dynamics and NMI's Competitive Edge (21:13) Risks and Key Performance Indicators for NMI Holdings (31:07) Housing Market Dynamics and Anomalies (40:30) Geographic Concentration and Market Focus (46:54) Earnings Review and Business Performance FOLLOW CAPITAL MINDSET: https://x.com/capital_mindset ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 22 Jan 2023 | Investing Power Hour #42: $NFLX Earnings Reaction; Cigarette Volume Trends; Stagnating Tik-Tok | 01:00:12 | |
The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 03 Sep 2023 | Investing Power Hour #74: Best Buffett Investments, Amazon + ESPN, and Banking Downgrades with Jason Hall | 01:04:16 | |
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 23 Feb 2021 | Auri Hughes | Ferrari & Etsy | 01:23:03 | |
This week Brett and Ryan welcome Auri Hughes onto the show. The three talk about COVID's effect on Etsy's business. They also discuss Ferrari and how the business might grow from here. After the interview, Brett and Ryan discuss this week's hot water, buy-sell-hold, and anecdotal evidence. Let's go!
Follow Auri Hughes on Twitter: https://twitter.com/Auri_Invest?s=20
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney
Follow us on Twitter: https://twitter.com/chitchatmoney
Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Stories | (2:13)
Fintwit | (19:40)
Interview | (25:42)
Hot Water | (1:08:00)
Buy-Sell-Hold | (1:12:45)
Anecdotal Evidence | (1:15:22)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 24 Jan 2024 | Hims & Hers Stock Report (Ticker: HIMS) | 01:08:47 | |
On this episode of Chit Chat Money, we discuss the rapidly growing telehealth start-up Hims and Hers. We discuss and debate: - Why HIMS has grown so quickly - Do they have any emerging competitive advantages? - Thoughts on the founder, proxy statement, and management team - Whether they benefit from the innovator's dilemma - Modeling out financials through 2026 - Red flags with customer reviews - Whether Brett is buying the stock today ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured Follow us on Twitter/X: https://twitter.com/chitchatmoney Follow us on Substack: https://chitchatmoney.substack.com/ ********************************************************************* Chit Chat Money is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/chitchatmoney *A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account ********************************************************************* Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 30 May 2021 | UiPath (PATH) | Deep Dive | 00:38:59 | |
UiPath provides an end-to-end automation platform for clients. The company has seven pillars to its offering, ranging from management to deployment. UiPath is a recent IPO with an intriguing business. Listen closely as Brad, Brett, and Ryan dive into the company's history and where it could grow from here. As always enjoy the show!
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Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:51)
Industry | 7:31)
Management & Ownership | (8:23)
Valuation | (10:18)
Earnings | (11:36)
Balance Sheet | (13:49)
Our Analysis | (15:10)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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| |||
| 19 Jul 2022 | Chipotle (CMG) | Not So Deep Dive | 00:58:09 | |
Chipotle Mexican Grill, more commonly known as Chipotle, owns and operates thousands of restaurants. The company was started in 1993 in Denver, Colorado. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Chipotle. Enjoy the show! ******************************* You can listen to this episode by subscribing to CCM+ for $5 a month. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus Questions? Email us at chitchatmoneypodcast@gmail.com ****************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:00) Industry | (9:43) Management & Ownership | (11:18) Earnings | (16:19) Balance Sheet | (18:55) Valuation | (20:02) Our Analysis | (21:45) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 09 Apr 2020 | Fundamental Analysis: Real Real (REAL) | 00:23:09 | |
On this show we discuss the Real Real. Find out why Brett gave it a rating of 7.4 and Ryan a rating of 6.
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| 12 Mar 2023 | Investing Power Hour #49: Capital Gains Taxes, Altria Buys NJOY, & Sony’s Weak Dispute | 00:59:35 | |
The CCM Investing Power Hour is a live-streamed show every Thursday at 9:15 AM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney
Follow the show on Twitter: https://twitter.com/chitchatmoney
Subscribe to our newsletter: https://chitchatmoney.substack.com/
******************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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| 14 May 2020 | Fundamental Analysis: Medallia (MDLA) | 00:21:36 | |
On this show we discuss Medallia. Brett gave it a rating of 7.6 and Ryan a rating of 6.
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| 20 Jul 2021 | Investing in Sports Teams - Massimo Marinelli | 01:08:34 | |
We are joined by Massimo Marinelli, an executive board member for Aser Ventures. Aser Ventures' portfolio includes interests in many different sports teams, including ownership of an English soccer team. Listen in to hear exactly what teams Massimo has invested in and stick around for the second half to hear Brett and Ryan's favorite stories from the week. Let's go!
7investing is empowering members to invest in their future. Use our code “CCM” to get $10 off your first month or annual subscription, or use this link: https://7investing.com/subscribe/
Want more of Massimo Marinelli? Follow him on LinkedIn: https://www.linkedin.com/in/massimo-marinelli-803274/?originalSubdomain=uk
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Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Interview | (3:34)
Interview Continued | (17:29)
Show Notes | (39:55)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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| |||
| 05 Mar 2025 | Nelnet Stock: An Update On Our Baby Berkshire Investment (Ticker: NNI) | 01:09:25 | |
On this episode of Chit Chat Stocks, Brett and Ryan give a comprehensive update on Nelnet after reading its 2024 annual report and shareholder letter. We discuss: (03:31) Overview of Nelnet's Business Model (08:43) Financial Services Segment Analysis (24:01) Nelnet Business Services: A High-Quality Business (39:40) Investments and Future Prospects (40:10) Understanding Hudl's Market Position (48:27) Allo Communications: Growth and Challenges (56:04) Solar Energy Ventures: Risks and Opportunities (01:01:30) What is the stock worth today? ***************************************************** JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: finchat.io/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/ ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 21 May 2023 | Investing Power Hour #59: $DIS Streaming Transition; Buffett's 13-F; Home Prices Finally Falling? | 01:00:12 | |
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 28 Dec 2021 | 2022 Predictions | 00:46:06 | |
In this year's predictions, we discuss our predictions for 2022 as well as reflect on our predictions from last year. Listen closely as we laugh at our previous predictions and reveal our ideas for the new year. Enjoy the show!
Special promotion through the end of 2021: Subscribe to 7investing with the code "money" and get $100 off your annual subscription: https://7investing.com/subscribe/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Reflection | (3:05)
2022 Predictions | (17:45)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 25 Mar 2021 | Five Below (FIVE) | Deep Dive | 00:43:29 | |
Five Below is a high-growth value retailer for tweens, teens, and others. The company operates over 1,000 locations and offers products in the price range of $1 to $5. Ian, Brett, and Ryan dive into what the company does, what the industry looks like, and how Five Below might perform going forward. As always enjoy the show!
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Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:17)
Industry | (6:03)
Management & Ownership | (8:25)
Valuation | (11:38)
Earnings | (12:37)
Balance Sheet | (13:42)
Our Analysis | (15:42)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 01 Jan 2025 | 5 Stock Market Predictions For 2025 | 01:07:38 | |
On this special episode of Chit Chat Stocks, Ryan and Brett analyze their best and worst stocks from 2024, review last year’s hot takes, and offer some bold market predictions for 2025. (4:45) Our best and worst performing stocks in 2024. (16:10) Reviewing our 2024 hot takes. (32:33) 5 Stock Market Predictions for 2025 (47:30) Can Apple hold its valuation for 2025? (52:10) Uber v. AirBnB Bet (57:03) Berkshire v. Big Tech Bet (1:01:15) Our Favorite Podcast Episodes from 2024 ***************************************************** JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan:https://finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/ ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 18 Oct 2022 | Dream Finders Homes (Ticker: DFH) Not So Deep Dive | 00:42:35 | |
DFH is a fast-growing home builder in the United States. The company designs, constructs, and sells single-family houses for for entry-level and move-up homes. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of DFH. Enjoy the show! Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (1:31) Industry | (10:22) Management & Ownership | (12:23) Earnings | (17:29) Balance Sheet | (21:07) Valuation | (26:50) Our Analysis | (27:41) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 10 Feb 2022 | Netflix (NFLX) with Alex Morris | 00:55:01 | |
Netflix is a subscription streaming service and production company based out of California. The company continues to lead the streaming world when it comes to subscriber count. Listen as Brett and Ryan ask Alex Morris questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by Mosaic, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
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Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Netflix | (3:00)
Industry & Competition | (27:16)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 26 Jan 2021 | Kyler Hasson | Google & Charter Communications | 01:50:13 | |
This week on Chit Chat Money we are joined by Kyler Hasson. You can find his work at concentratedcompounding.com or follow him on Twitter, link below. Before the discussion, Ryan and Brett share their favorite stories from the week. Below our links, you can find the timestamps for this week's episode. As always enjoy the show!
Follow Kyler Hasson on Twitter: https://twitter.com/kylerhasson?s=20
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Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com
Timestamps
Stories | (2:19)
Fintwit | (22:12)
Interview | (24:40)
Hot Water | (1:34:51)
Buy-Sell-Hold | (1:42:03)
Anecdotal Evidence | (1:44:39)
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| 18 Jan 2022 | LendingClub (LC) | Not So Deep Dive | 00:46:47 | |
LendingClub was founded as a marketplace designed to bring installment loans to the digital age. The company originally connected loan applicants with third-party banks. Fast forward to 2022, LendingClub has now acquired a digital bank called Radius Bancorp meaning they don't have to go through third-party banks. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of ZoomInfo. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:05)
Industry | (9:14)
Management & Ownership | (11:11)
Valuation | (14:24)
Earnings | (16:54)
Balance Sheet | (20:35)
Our Analysis | (21:35)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 05 Oct 2021 | Dutch Bros (BROS) | Not So Deep Dive | 00:48:02 | |
Dutch Bros is a drive-thru coffee chain currently operating across 11 west coast states. With only 37 locations in 2018, the company has grown to 182 locations at the end of 2020. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Dutch Bros. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:15)
Industry | (9:02)
Management & Ownership | (12:07)
Valuation | (15:56)
Earnings | (18:04)
Balance Sheet | (22:04)
Our Analysis | (25:05)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 22 Sep 2020 | Fastly, Snowflake, & Elastic with Tim Beyers | 01:35:08 | |
In our first show back, our hosts Ryan Henderson and Brett Schafer interview senior analyst and lead advisor for The Motley Fool, Tim Beyers (21:58). Before we get to our interview, Ryan and Brett have a few big announcements for Chit Chat Money (1:01) and also take some time to debrief on their summers away from the show (2:08). They also cover a bunch of the big news stories that they missed during the summer (6:19). During our interview with Tim Beyers (21:58), they get his take on the world of software, and take deep dives into Fastly (41:07), Snowflake (51:20), and Elastic (1:04:35). After the interview, as always, Ryan and Brett discuss who’s in hot water for the week (1:19:44), FMK (1:26:28), and their anecdotal evidence (1:27:54).
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| 18 Dec 2022 | Investing Power Hour #37: FTX Testimony, State of Video Games, Private Equity Software Investments | 01:04:03 | |
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ****************************** | |||
| 25 Sep 2022 | Investing Power Hour #25: $BYND COO Gets Nosey, $IAC SOTP, Is the Gig Economy Screwed? | 01:04:53 | |
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney ****************************** This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get access to powerful data visualizations, specific company KPIs, and much more. ***************************** This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device. Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128 Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android ***************************** Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: Here ****************************** | |||
| 21 Sep 2021 | Lennar Corp (LEN) | Not So Deep Dive | 00:46:08 | |
Lennar Corporation is the largest home construction and real estate company in the United States by revenue. The company acquires land at various stages of development, then hires out contractors to develop the land so it can be ready to sell. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Lennar Corporation. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
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Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (4:37)
Industry | (9:42)
Management & Ownership | (11:52)
Valuation | (15:32)
Earnings | (17:11)
Balance Sheet | (19:39)
Our Analysis | (22:40)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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| |||
| 18 May 2022 | BONUS Interview - Procore (PCOR) CEO Tooey Courtemanche | 00:23:05 | |
Tooey Courtemanche joins us this week for a bonus interview. Mr. Courtemanche is the CEO of Procore Technologies (PCOR) a company that provides a cloud-based construction management platform. Listen in to hear Brett, Ryan, and Tooey discuss Procore and the construction industry as a whole. Enjoy the show!
We will conduct Bonus Interviews periodically whenever Brett and Ryan are eager to speak with a certain guest but know that the discussion wouldn't fit our traditional show format.
Sign-up to 7investing with code "MONEY" and get $100 off your annual subscription: https://7investing.com/subscribe/
Want more of Tooey Courtemanche. Follow him on Twitter here: https://twitter.com/tooeyprocore?s=20&t=SWyDUhaXPt9W38RldGDpIw
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Contact us: chitchatmoneypodcast@gmail.com
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 29 May 2022 | Power Hour #8: Snap Meltdown, a16z Crypto Fund, Executive Red Flags | 01:02:49 | |
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics.
Interested in Knack Bags? Check them out here: knack-bags.pxf.io/4eMgNZ
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Follow the show on Twitter: https://twitter.com/chitchatmoney
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| 21 Jun 2022 | Lululemon (LULU) | Not So Deep Dive | 00:49:36 | |
Lululemon is a designer, distributer, and retailer of athleisure wear. The company tailors its clothing for lifestyle and athletic activities. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Lululemon. Enjoy the show!
This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
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Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:45)
Industry | (10:24)
Management & Ownership | (12:15)
Valuation | (15:05)
Earnings | (16:15)
Balance Sheet | (20:03)
Our Analysis | (22:47)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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| |||
| 20 Oct 2020 | Roku, Zoom, & Fastly with Beth Kindig | 01:14:41 | |
Your hosts Ryan Henderson and Brett Schafer interview technology analyst, Beth Kindig (20:50). Before the interview, Ryan and Brett tell their favorite stories from the week (1:35). The two discuss the future for brick and mortar (13:30). During the interview, your hosts Ryan and Brett, play devils advocate as Beth Kindig defends Roku (38:40). Catch Ryan and Brett on the back half (1:02:58) as the two cover fan favorite's like hot water (1:03:05), FMK (1:08:55) and anecdotal evidence (1:09:54). Enjoy the show! Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com --- Support this podcast: https://anchor.fm/chit-chat-money/support
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| 30 Nov 2021 | Allbirds (BIRD) | Not So Deep Dive | 00:51:59 | |
Allbirds is a New Zealand-based footwear and apparel company. Most well known for their footwear, the company offers very minimalist shoes with 14 different styles. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Allbirds. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
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Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:09)
Industry | (9:53)
Management & Ownership | (10:59)
Valuation | (14:36)
Earnings | (16:31)
Balance Sheet | (19:13)
Our Analysis | (20:40)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 25 Oct 2020 | Goodfood Market Corp | Fundamental Analysis | 00:19:25 | |
Hosts, Ryan Henderson and Brett Schafer, look into Canadian meal kit delivery business Goodfood Market Corp. Goodfood is set up different than its American counterparts, but will that help them succeed? Ryan will explain what Goodfood does and the history of the company (1:03). And Brett will dive into the valuation for you (3:47). As always enjoy the episode!
Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com
--- Support this podcast: https://anchor.fm/chit-chat-money/support
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| |||
| 28 Aug 2022 | Investing Power Hour #21: Recession Risks, Starbucks Unionization, Roblox Attracting Older Users | 01:02:41 | |
The CCM Power Hour is a live-streamed show every Thursday at 3:00 pm EST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney ***************************** This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device. Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128 Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android ****************************** Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: Here ****************************** | |||
| 04 Apr 2023 | Why We Own Match Group (Ticker: MTCH) | 01:21:42 | |
This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will also be available on YouTube. Match Group Inc. (MTCH) operates popular dating apps, including Tinder, experiencing strong user engagement and revenue growth, but facing competition and regulatory risks associated with user data privacy and security. Brett and Ryan dive through Nelnet and outline the investment thesis for why we own the company in our Arch Capital limited partnership. ****************************** What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/ ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Timestamps Company Background | (4:27) Major Segments | (17:18) Large Opportunity | (55:50) Projections | (1:03:35) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 10 May 2020 | Fundamental Analysis: Wrap Technologies (WRTC) | 00:23:16 | |
On this show we discuss Wrap Technologies. Find out why Ryan gave it a rating of 5.8 and Brett a rating of 6.0
--- Support this podcast: https://anchor.fm/chit-chat-money/support
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| 01 Sep 2022 | QuantumScape (Ticker: QS): A Zero or the Next Tech Giant? With Simon Erickson | 00:45:55 | |
QuantumScape focuses on the development and commercialization of solid-state lithium-metal batteries for electric vehicles and other applications. The company was founded in 2010. Listen as Brett and Ryan ask Simon questions about the company, its business model, and its valuation. Enjoy the show!
*****************************
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Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
******************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
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Sign-up to 7investing with code "MONEY" and get $100 off your annual subscription: https://7investing.com/subscribe/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
QuantumScape | (4:56)
Partnerships | (19:22)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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| 17 Aug 2021 | Ocado Group (OCDO) | Not So Deep Dive | 00:45:58 | |
Ocado Group is essentially a robotic retailer. The company is a British online supermarket that uses automation to manage customer orders. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Doximity. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested in more of Ian's work? Follow him on Twitter: https://twitter.com/IanGrayLive
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:20)
Industry | (7:22)
Management & Ownership | (10:19)
Valuation | (13:43)
Earnings | (14:54)
Balance Sheet | (17:40)
Our Analysis | (19:27)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 31 Mar 2022 | Constellation Software (CSU.TO) with Leandro | 00:51:55 | |
Constellation Software acquires, builds, and manages software business in various locations. The company specifically works within vertical markets. This means the software companies provide very specific solutions for niche markets. Listen as Brett and Ryan ask Leandro questions about the company, its business model, and valuation. Enjoy the show!
This episode is brought to you by Knack Bags. Use our link and enter promo code “KnackChat” to get a $15 TSA approved lock with your purchase of a bag: knack-bags.pxf.io/4eMgNZ
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
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Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Constellation Software | (4:31)
How Can They Grow? | (27:02)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 17 Aug 2023 | VeriSign (Ticker: VRSN) with Buyback Capital | 00:52:19 | |
VeriSign, Inc. (VRSN) is a technology company that provides domain name registry services, managing the infrastructure for the .com, .net, and other top-level domains, and plays a crucial role in maintaining the stability and security of the internet's domain name system. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of Buyback Capital's work? Find their Twitter here: https://twitter.com/Larryjamieson_?s=20 Contact us: chitchatmoneypodcast@gmail.com Timestamps VeriSign | (2:22) Business Model | (9:04) Management | (24:43) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 02 Mar 2025 | Celsius Buys Alani Nu; Coupang's Increasing Momentum; MicroStrategy Meltdown (CELH, CPNG, PTLO) | 01:04:07 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:18) Celsius Acquisition and Market Dynamics (06:26) Coupang Earnings and Growth Potential (15:29) Costco Valuation Insights (24:24) Comparing Booking Holdings and Airbnb (32:42) Airbnb's Growth Potential (35:52) Comparing Portillo's and CAVA Earnings (43:20) AppLovin's Controversial Business Practices (51:37) Bubble Watch: Market Trends and Insights (59:04) Remitly's Business Model and Future Prospects ***************************************************** JOIN OUR CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/ ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 13 Jul 2023 | Fiserv (Ticker: FI) with Jacob Franklin | 00:42:49 | |
Fiserv Inc. (FI) is a global provider of financial services technology solutions, specializing in digital banking and payments for financial institutions, businesses, and consumers. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of Jacob's work? Find him on Seeking Alpha: https://seekingalpha.com/author/jacob-franklin Contact us: chitchatmoneypodcast@gmail.com Timestamps Fiserv | (2:11) Payment Network | (6:58) Competitive Advantage | (16:57) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 13 Oct 2024 | Trouble at Pepsi? (RBLX, PEP, CMG, CAVA, PTLO) | 01:04:30 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:39) Pepsi Earnings Analysis (06:15) Concerns Over Beverage Industry Trends (09:20) Impact of New Brands on Legacy Companies (12:14) Transition to Restaurant Industry Insights (15:41) Qualities of a Well-Run Restaurant (18:26) Cost Control and Management Incentives (21:36) Comparative Analysis: Chipotle vs. Texas Roadhouse (24:32) Unit Growth and Market Expansion Strategies (27:27) Portillo's: A Case Study (30:25) Conclusion and Future Outlook (33:24) Restaurant Growth and Market Dynamics (35:10) Top Restaurant Investments (36:39) Metrics for Scaling Restaurants (39:05) Denny's Corporation Analysis (44:28) Challenges for Legacy Restaurant Brands (47:10) Short Reports and Stock Analysis (52:31) Visa Antitrust Case Discussion (55:24) Earnings Season Anticipations ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 13 Jun 2021 | AppHarvest (APPH) | Deep Dive | 00:43:11 | |
AppHarvest is a tech-enabled farming company. The company utilizes high-tech greenhouses to grow fruits and vegetables. The company was founded in 2018 and is located in Morehead, Kentucky because of the specific climate needs. Listen in as Brad, Brett, and Ryan dive into what the company does and where they could grow from here. As always enjoy the show!
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Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:51)
Industry | (7:09)
Management & Ownership | (8:50)
Valuation | (10:18)
Earnings | (11:40)
Balance Sheet | (16:46)
Our Analysis | (18:50)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 22 Apr 2021 | Poshmark (POSH) | Deep Dive | 00:42:31 | |
Poshmark operates a social marketplace for new and secondhand style products. At the end of 2020, Poshmark had 6.5 million active buyers on its platform. Pay close attention as Ian, Brett, and Ryan dive into the company's history and what growth opportunities may lie ahead. Enjoy the show!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:11)
Industry | (8:47)
Management & Ownership | (11:21)
Valuation | (13:28)
Earnings | (15:31)
Balance Sheet | (16:37)
Our Analysis | (18:18)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 18 Oct 2020 | Lightspeed (LSPD) | Fundamental Analysis | 00:21:00 | |
Your hosts Ryan Henderson and Brett Schafer analyze Lightspeed. Lightspeed provides a point of sale, POS, software to small and medium sized businesses. Their current markets are retailers, restaurants and golf courses. Ryan and Brett compare the Lightspeed to Square (1:43). Catch Brett and Ryan after the break (8:22) where they discuss what moats Lightspeed might have.
Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com
--- Support this podcast: https://anchor.fm/chit-chat-money/support
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 27 Nov 2024 | Kelly Partners Group: Why I'm Buying this Small-Cap Serial Acquirer (The Next Constellation Software?) $KPG | 01:06:38 | |
On this episode of Chit Chat Stocks, Ryan gives a stock report on Kelly Partners Group (Ticker: KPG, listed in Australia), a company rolling up the small accounting firm space. Listen to the full episode to see whether he is buying the stock. We discuss: (00:00) Introduction to Kelly Partners Group (07:36) Current Business Model and Strategy (12:01) Understanding the Partner-Owner-Driver Model (17:42) Industry Durability and Growth Potential (23:51) Valuation Considerations and Market Positioning (39:10) International Expansion and Market Opportunities (43:20) Comparing Kelly Partners Group to Constellation Software (49:31) Management Insights and Team Dynamics (55:31) Valuation Challenges and Future Projections ***************************************************** JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 30 Mar 2023 | Legacy Housing (Ticker: LEGH) with WealthOrDie | 00:48:38 | |
Legacy Housing (Ticker: LEGH) designs and sells manufactured homes, with high demand in the current housing market, but also faces supply chain and regulatory challenges in a competitive industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/
Interested to see more of Phillip's work? Check out their Twitter here: https://twitter.com/WealthOrDie?s=20
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Legacy Housing | (3:35)
Housing Prices | (17:15)
Why is it Discounted? | (28:21)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
| |||
| 15 Feb 2022 | Roblox Revisited (RBLX) | Not So Deep Dive | 00:55:20 | |
Roblox develops and operates an online entertainment platform. The company offers its users access to a 3D world and the Roblox Studio where users can create and publish 3D experiences. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Roblox. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to 7investing with the code "CCM" and get $10 off: https://7investing.com/subscribe/aff/4/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:40)
Industry | (10:03)
Management & Ownership | (12:01)
Valuation | (16:47)
Earnings | (18:40)
Balance Sheet | (20:58)
Our Analysis | (22:00)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 15 Jan 2023 | Investing Power Hour #41: Exodus at Salesforce; Taiwan Semi Earnings; Amazon's Shopify Killer? | 01:01:55 | |
The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 26 Jun 2024 | Nick Sleep: How The Secretive Investor Crushed The Market With Concentrated Compounders | 01:05:44 | |
On this episode of Chit Chat Stocks, Brett and Ryan discuss Nick Sleep and the Nomad Investment Partnership. Nick Sleep put up an estimated 20% annual return for 20 years. We discuss: (00:00) Introduction to the Nomad Investment Partnership and Nick Sleep (07:21) The Importance of Diversification in Investing (15:23) Exploring the Power of Scale Economies Shared (33:50) Evaluating Business Robustness with the Robustness Ratio (34:20) Analyzing Price-to-Value Ratio (36:55) Understanding the Robustness Ratio (40:16) The Importance of Capital Allocation (44:37) The Power of Patience and Holding Winners Nomad Letters: https://igyfoundation.org.uk/wp-content/uploads/2021/03/Full_Collection_Nomad_Letters_.pdf ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 11 Oct 2022 | Zillow (Ticker: Z) Not So Deep Dive | 00:56:14 | |
Zillow is more than just the most visited real estate website in the United States. The company operates through three segments: Homes; Internet, Media & Technology; and Mortgages. At the end of the month, we will publish an Arch Capital episode (only available to CCM+ subscribers) that will cover the company: Consorcio ARA. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Zillow. Enjoy the show! Is this episode locked? Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:40) Industry | (12:40) Management & Ownership | (16:25) Valuation | (19:24) Earnings | (21:10) Balance Sheet | (24:49) Our Analysis | (27:06) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 24 Mar 2022 | Formula One Group (FWONA) with Francisco Olivera | 01:19:48 | |
Formula One Group operates motorsport races and holds commercial rights for the Formula One world championship . Officially Formula One Group is a subsidiary of Liberty Media Corporation. Listen as Brett and Ryan ask Francisco questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here: https://streamrg.co/CCM
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Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Formula One | (3:04)
Growth | (36:25)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
| |||
| 22 May 2024 | Why Ryan Is Buying This European Fintech Disruptor (WISE Stock Report) | 01:10:04 | |
On this episode of Chit Chat Stocks, Ryan gives a research report on Wise, the remittance and payment transfers upstart. We discuss: (04:41) Wise: The Fintech and Remittance Disruptor (06:37) The Low-Cost Provider for Transfers (12:18) Expanding Beyond Transfers: Debit Card and High-Yield Cash Account (16:22) The Wise Platform: Plugging into the Payments Network (37:01) Customer Growth and Revenue Growth (39:57) Gross Margins and Cost Structure (43:49) Management and Proxy (47:12) Share Structure (52:23) Valuation (57:51) Competition and Risks (01:03:36) Advantages of Wise's Business Model (01:07:36) Final Thoughts and Buying Decision ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ********************************************************************* Check out https://www.firmreturns.com/ for value-focused equity research Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 28 Sep 2023 | Floor & Decor (Ticker: FND) with Drew Cohen | 00:35:47 | |
Floor & Decor Holdings, Inc. (FND) is a specialty retailer of hard surface flooring and related accessories, known for its extensive product selection and value-focused approach, while also navigating competitive dynamics in the home improvement industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of Drew's work? Find his website here: https://speedwellresearch.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Floor & Decor | (2:06) Competitive Advantage | (7:01) Real Estate | (21:35) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 25 Oct 2022 | LGI Homes (Ticker: LGIH) Not So Deep Dive | 00:48:22 | |
LGI Homes designs, constructs, and sells a variety of home types. The company sells entry-level homes, attached and detached homes, active adult homes, and luxury homes. At the end of the month, we will publish an Arch Capital episode that will cover the company: Consorcio ARA. Listen closely as Brett and Ryan go through the history, financials, and future prospects of LGI Homes. Enjoy the show! Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:53) Industry | (10:26) Management & Ownership | (11:41) Earnings | (15:52) Balance Sheet | (20:07) Valuation | (23:36) Our Analysis | (25:17) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 22 Jan 2025 | Buffett and Munger Unscripted: Lessons From Berkshire Hathaway With Alex Morris | 00:58:41 | |
On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from the TSOH Investing Research Service about his new bookBuffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings.They discuss: (02:55) Inspiration Behind the Book (05:04) Target Audience for the Book (06:59) Compiling Insights from Annual Meetings (09:40) Repetitive Themes in Buffett and Munger's Talks (11:43) Favorite Timeframes of Meetings (13:17) Key Lessons from the Book (13:46) Incentive Structures in Business (21:09) Continual Learning as an Investor (24:36) Avoiding Difficult Decisions (28:10) Lessons Learned About Buffett and Munger (30:28) Understanding Buffett and Munger's Philosophy (33:43) Applying Lessons from Buffett and Munger (35:08) The Debate on Diversification vs. Concentration (37:14) Interpreting Investment Styles and Risk (40:18) Exploring TSOH Investment Research (46:01) Future Coverage and Insights on Companies BUY THE BOOK OUT NOW:https://www.amazon.com/Buffett-Munger-Unscripted-Investment-Shareholder/dp/1804090670 TSOH Investing Research Service:https://thescienceofhitting.com/ ***************************************************** JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account atPublic.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan:finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to Blue Chippers and apply! Link:https://bluechippersclub.com/ ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 05 May 2024 | Starbucks In Turmoil; Amazon Profit Inflection; PayPal Turnaround??? (SBUX, PYPL, AMZN) | 01:05:49 | |
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (02:41) Struggles at Starbucks (07:13) CEO Challenges for SBUX (12:29) Warner Brothers Discovery (25:30) Uncertainties and Competitive Landscape in Streaming (33:26) Introduction and Discussion of PayPal (37:15) Analyzing PayPal's Earnings Report (44:50) Discussion of Match Group and Amazon's Competitive Advantages (52:07) The Potential of Stripe and Adyen (56:50) The Competitive Advantage of Amazon (01:00:19) The Impact of Sponsored Listings on Amazon ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ********************************************************************* Check out https://www.firmreturns.com/ for value-focused equity research Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 14 Jul 2022 | ASML Holding NV (ASML) with Leandro | 00:54:03 | |
ASML develops and markets advanced semiconductor equipment systems. The company has the most advanced lithography systems in the world. Leandro does a great job breaking down the semiconductor industry into normal terminology. Listen as Brett and Ryan ask Leandro questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get the powerful software and research for informed investing decisions. ****************************** This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: https://streamrg.co/CCM ****************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested to see more of Leandro's work? Find him on Twitter here: https://twitter.com/Invesquotes?s=20&t=hiOfwwbFaD2MXngoNE9-AQ Contact us: chitchatmoneypodcast@gmail.com Timestamps ASML Holding | (6:13) Value Chain | (17:31) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 25 Aug 2022 | Is FIGS the Next Lululemon? With Alan Soclof (Ticker: FIGS) | 00:40:32 | |
Figs operates a direct-to-consumer healthcare apparel and lifestyle company. The business aims to sell its active/loungewear to healthcare workers and this product line ranges from lab coats all the way to socks. Listen as Brett and Ryan ask Alan questions about the company, its business model, and valuation. Enjoy the show!
*****************************
This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get access to powerful data visualizations, specific company KPIs, and much more.
******************************
Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe
Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus
******************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Interested to see more of Alan's work? Follow him on Twitter here: https://twitter.com/AlanSoclof?s=20&t=V47odJnM-U0udxz0SqOz3w
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Figs | (3:51)
Product | (9:29)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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| 30 Apr 2020 | Fundamental Analysis: AT&T (T) | 00:23:48 | |
On this show we talk At&T. Find out why Brett gave it a 5.5 and Ryan a 3.
--- Support this podcast: https://anchor.fm/chit-chat-money/support
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| 11 Aug 2024 | 9 Quality Stocks At Cheap Valuations; Buffett's Monster Cash Pile: Airbnb In Turmoil? (ABNB, CPNG) | 01:05:29 | |
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: Introduction and Market Turmoil Warren Buffett's Apple Position Impact of Interest Rate Cuts Effects of a Recession on Real Estate Flash Crash and Market Volatility Measuring a Company's Buyback Capabilities Tickers discussed: CPNG, ABNB, PTLO, UBER, AMZN, AAPL ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. | |||
| 30 Jul 2023 | Investing Power Hour #69: Big Tech Earnings; $SPOT Margin Woes; What the Hell Is Worldcoin? | 01:02:52 | |
The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||
| 23 Nov 2021 | Remitly (RELY) | Not So Deep Dive | 00:50:07 | |
Remitly is a leading digital services provider for immigrants and their families. A remittance is typically a sum of money sent across borders. The company currently offers its services in approximately 135 countries. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Remitly. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
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Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
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Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:15)
Industry | (8:15)
Management & Ownership | (10:37)
Valuation | (13:06)
Earnings | (14:42)
Balance Sheet | (17:11)
Our Analysis | (19:33)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 16 Nov 2021 | Shopify (SHOP) | Not So Deep Dive | 00:52:05 | |
Shopify is a Canadian-based e-commerce business. The company is well known for enabling merchants to launch a business. Shopify offers low code website development, assists in fulfilling orders, and also facilitates payments. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Shopify. Enjoy the show!
Our Tuesday Not So Deep Dives are sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Special promotion through the end of 2021: Subscribe to 7investing with the code "chitchat" and get $50 off your annual subscription: https://7investing.com/subscribe/
Interested in more of Brad’s work? Find his Substack: https://stockmarketnerd.substack.com/
Rather watch us on video? Subscribe to our YouTube channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Contact us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (3:45)
Industry | (8:46)
Management & Ownership | (11:56)
Valuation | (16:09)
Earnings | (17:53)
Balance Sheet | (20:27)
Our Analysis | (21:43)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 31 Jan 2021 | Box (BOX) | Fundamental Analysis | 00:28:50 | |
Box is a cloud-based content management company. The company has surely developed since its founding in 2005. The company now operates as cloud storage and collaboration tool for individuals and enterprise companies. As always, enjoy the show.
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Subscribe to us on YouTube: https://www.youtube.com/c/ChitChatMoney
Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney
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| 24 Jun 2021 | Ubiquiti (UI) | Deep Dive | 00:41:03 | |
Ubiquiti develops internet technology designed for service providers, enterprises, and consumers. Essentially, the company produces the hardware that helps distribute high-capacity internet access. Listen in as Ian, Brett, and Ryan dive into the company and how it might grow from here. Enjoy the show!
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
Email us: chitchatmoneypodcast@gmail.com
Timestamps
Company Background | (2:22)
Industry | (6:45)
Management & Ownership | (8:00)
Valuation | (10:11)
Earnings | (12:10)
Balance Sheet | (13:52)
Our Analysis | (16:22)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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| 09 May 2023 | General Dynamics (Ticker: GD) Not So Deep Dive | 00:51:29 | |
General Dynamics Corporation (GD) is a global aerospace and defense company that produces a range of products from business aviation to combat vehicles and has contracts with the US government and other countries. At the end of the month, we will publish an Arch Capital episode that will cover the company: Dropbox. Listen closely as Brett and Ryan go through the history, financials, and future prospects of General Dynamics. Enjoy the show! ****************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (2:00) Industry | (17:22) Management & Ownership | (21:46) Earnings | (24:40) Balance Sheet | (27:35) Valuation | (28:35) Our Analysis | (29:45) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. | |||